Lifting equipment report, defect and information record

Enter the name of the maintained or academy school.

State the site, building or area where the equipment is located.

Enter the date on which this record was created or updated.

Record the unique asset number, serial number, tag or other identifier used by the school.

Describe the lifting equipment sufficiently to distinguish it from other equipment.

Select all types that apply to the equipment being recorded.

Select all uses that apply.

Identify what information this entry records.

Enter the date on which the examination or inspection took place.

Enter the report number, certificate reference or internal reference used to retrieve the report.

Describe the equipment, components, accessories, functions or limitations covered by the report.

Enter the individual or organisation that carried out the examination or inspection.

Record contact details or another reliable way to identify and contact the provider.

Record the information held by the school about competence, experience, qualifications, accreditation or appointment.

Select the outcome recorded in the report or inspection record.

Describe each defect or issue, its location, the affected equipment or component, and any relevant report wording. If none was recorded, enter “None recorded”.

Record whether a defect or issue was notified and the current status of that notification.

Record who was notified, the date, method, reference and any response. If not applicable, enter “Not applicable”.

Describe actions taken or planned to address defects or issues, including isolation, repair, replacement, further examination or other controls. If none was required, explain why.

Enter the person, role or organisation responsible for completing or overseeing the action.

Enter the planned completion date where an action is outstanding. If no action is required, enter the date used for review or enter the date of this record.

Select the current status of the actions recorded above.

Record how completion or continued suitability was reviewed, including the reviewer and date. If not yet reviewed, state this.

State the physical location, document-management system, register or other repository used to retain the report and related information.

Explain how an authorised person can locate the information, including register references, folder paths or search terms.

Select all information types retained or cross-referenced for this equipment.

Confirm that the location or system and retrieval method recorded above have been checked for this entry.

• Tick when complete

Add any other information needed for the safe management of the equipment or retrieval of its records.